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Steve Merritt, CPA, MCBI, CM&AP, M&AMI

Steve Merritt, President at Transworld Business Advisors of South and West Texas, New Mexico and Wyoming, brings over 30 years of unparalleled expertise in finance and business development. With experience spanning diverse industries, including transportation, oilfield services, and fast food, Steve’s strategic insights are unmatched. A Certified Public Accountant and a seasoned M&A professional, he has a proven track record of managing investment portfolios exceeding $200M and successfully building businesses from the ground up. Steve’s unique blend of corporate and entrepreneurial experience makes him the go-to expert for business acquisitions and sales. Steve is the former Director of Finance for a large publicly-traded company where he managed the investment portfolio with a collective valuation in excess of $200M. Within that role, he was a board member and advisor to many of the portfolio companies, creating deals that promoted growth and innovation. His extensive experience as an owner/operator of a multi-unit nationally recognized fast-food franchise brings a unique perspective that will help his clients achieve their business objectives. Steve’s exposure in building a business from the ground up brings a beneficial perspective to his clients. He is versed in finding solutions to challenges that were not otherwise visible to others. Steve is a Certified Public Accountant with a BBA from the Rawls College of Business at Texas Tech University. He holds designations of Certified M&A Professional, Certified Business Intermediary and is a licensed real estate professional in Texas. Steve is a native Texan and lives in Houston with his wife of 20 years, and two teenage daughters. His hobbies include watching sports, boating, wake surfing, and spending time with family and friends.
CBI
Veteran
IBBA
President's Club
M&AMI
CMAP
M&A Source

Mis listados

Manufacturing

Established Niche Manufacturer with 40-Year Brand and 30%+ Margin

Ubicación: Harris County, Texas
Precio de venta: $1,595,727
Depósito: $1,595,727
Vendedores Ganancias discrecionales: $198,000
Medical Related Biz

Premier Houston Wellness & IV Therapy Spa - Recurring Memberships

Ubicación: Harris County, Texas
Precio de venta: $1,100,000
Depósito: --
Vendedores Ganancias discrecionales: $294,814
Automotive, Electronics/Computer

Turnkey IT Repair & Asset Mgt Company – Recurring Contracts

Ubicación: Fort Bend County, Texas
Precio de venta: $975,263
Depósito: $975,263
Vendedores Ganancias discrecionales: $266,741
Restaurants

Own One of America’s Fastest-Growing Dessert Franchises

Ubicación: Mississippi
Precio de venta: $772,000
Depósito: $772,000
Vendedores Ganancias discrecionales: $234,735

Well Established Sign and Graphic Franchise

Inversión total: $200,000 - $215,000
Inversión en efectivo: $60,000

World's Leading Promotional Products and Advertising Franchise

Inversión total: $90,000-$100,000
Inversión en efectivo: $90,000

World's Leading Business Brokerage Franchise

Inversión total: $85,000
Inversión en efectivo: $85,000

Coworking Franchise Opportunity

Inversión total: $360,000-$3,600,000
Inversión en efectivo: $250,000

Wellness Focused Membership Model Grooming Franchise

Inversión total: $318,000 - $499,000
Inversión en efectivo: $150,000

Franchise Focused on the Restoration and Repair of Leather, Plastic and Vinyl

Inversión total: $100,595 - $120,595
Inversión en efectivo: $15,000

National Recruiting Firm

Inversión total: $75,000 - $100,000
Inversión en efectivo: $40,000

Growing Charcuterie Business

Inversión total: $200,000-$215,000
Inversión en efectivo: $50,000

Bookkeeping Business Solutions Franchise

Inversión total: $33,842-$69,342
Inversión en efectivo: $29,995

Authentic Mediterranean Grill Franchise Opportunity

Inversión total: $600,000 - $850,000
Inversión en efectivo: $250,000

Established Quick Service Italian Restaurant Franchise

Inversión total: $322,043 - $452,807
Inversión en efectivo: $150,000

Fastest Growing Business Coaching Franchise

Inversión total: $60,000
Inversión en efectivo: $60,000

Membership Model Coworking Franchise

Inversión total: $390,000 - $1,200,000
Inversión en efectivo: $200,000

B2B Coworking and Business Services Franchise

Inversión total: $850,848 - $1,795,965
Inversión en efectivo: $300,000

Market-Leading Window Tint Franchise

Inversión total: $175,000 - $250,000
Inversión en efectivo: $150,000

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